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iShares Floating Rate Bond ETF
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Overview Fund Activity

665 hedge funds and large institutions have $5.97B invested in iShares Floating Rate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 300 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+2
Holders Change %
+0.3%
% of All Funds
11.5%
Holding in Top 10
64
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.11%
% of All Funds
1.11%
New
76
Increased
216
Reduced
300
Closed
62
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.4M
2
Wells Fargo
Wells Fargo
California
+$25.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$24M
4
DFG
Demars Financial Group
Washington
+$21.6M
5
RCS
Retirement Capital Strategies
California
+$20.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$97.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.8M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$67.6M
4
AF
Allworth Financial
California
-$47M
5
MCM
MV Capital Management
Maryland
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
376
Rehmann Capital Advisory Group
Michigan
$824K -$142K -2,828 -15%
CC
377
Cypress Capital
Tennessee
$822K -$630K -12,539 -43%
CA
378
CoreCap Advisors
Michigan
$818K -$124K -2,465 -13%
SAM
379
Strategy Asset Managers
California
$816K +$816K +16,241 New
IAN
380
Integrated Advisors Network
Texas
$814K +$104K +2,074 +15%
SGAM
381
Stephens Group Asset Management
Arkansas
$810K +$444K +8,821 +121%
ECA
382
Elevated Capital Advisors
Utah
$793K +$793K +15,775 New
EH
383
Equitable Holdings
New York
$790K +$454K +9,036 +135%
FAG
384
Fortitude Advisory Group
Washington
$786K +$325K +6,472 +71%
CNWM
385
Clay Northam Wealth Management
California
$779K -$10.1K -200 -1%
UB
386
UMB Bank
Missouri
$779K +$15K +299 +2%
GM
387
GeoWealth Management
Illinois
$773K +$55.2K +1,098 +8%
CAG
388
Csenge Advisory Group
Florida
$773K +$139K +2,775 +22%
MWM
389
Modera Wealth Management
New Jersey
$767K -$7.54K -150 -1%
PWW
390
Pettyjohn Wood & White
Virginia
$756K -$23.4K -466 -3%
BRC
391
Bell Rock Capital
Delaware
$733K +$733K +14,572 New
PWMAG
392
Pinnacle Wealth Management Advisory Group
New Jersey
$724K -$112K -2,230 -13%
Invesco
393
Invesco
Georgia
$722K +$68.9K +1,370 +11%
CG
394
Colony Group
Massachusetts
$705K -$754 -15 -0.1%
AWE
395
Avidian Wealth Enterprises
Texas
$701K -$279K -5,553 -28%
FHA
396
First Horizon Advisors
Tennessee
$696K +$124K +2,482 +22%
LTI
397
Laffer Tengler Investments
Tennessee
$687K -$127K -2,521 -16%
SWA
398
Sax Wealth Advisors
New Jersey
$678K +$754 +15 +0.1%
RIA
399
Realta Investment Advisors
Delaware
$677K -$98.8K -1,965 -13%
MHS
400
M Holdings Securities
Oregon
$676K +$75.6K +1,503 +13%
14 15
16
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